Jason Teh
Jason Teh
costs environment faced good higher result
It was a good result considering the environment of higher costs being faced by miners.
associated higher interest market rates rest risks slower tougher
Things are getting tougher in New Zealand. While the rest of the world hasn't really priced in the risks associated with higher interest rates and slower growth, New Zealand's market has started to do so.
expanding newspapers presence provide revenue serious
As traditional revenue from newspapers slows and circulation declines, it's all about expanding your revenue streams to provide growth. You have to have a serious presence on the Internet.
appeal assets demand element growth high rather steady
The appeal of these investments is a high and steady yield, rather than their growth opportunities. There's a high element of demand for these assets at the moment.
bad blood broken chris given national pacific
Given the bad blood between Chris and Paul, Pacific National has to be restructured or broken up.
bit buy fall harder regards shares size
If they want to use shares to buy a company, then if their shares fall it will make it harder for that takeover to proceed. The market's probably getting a bit of indigestion as regards to the size of the predatory move.
ideas investors prices running stocks
Stocks are running out of steam. Investors want to invest, but they're running out of ideas with prices at these levels.
favorites investors looking prices rich share sticking
A lot of share prices are looking pretty rich at these levels, so investors are sticking with the old favorites like the miners.
business clear gaming grow mandate shown
They have a clear mandate to grow their gaming business but they've also shown that they're not trigger-happy.
bigger debt entity face gets levels market question shares start synergy toll value whether
At face value, Patrick shares should start higher. The question is whether the new Toll entity gets a re-rating in the market after the acquisition on synergy benefits, or whether debt levels will be a bigger concern.
aggressive brown certainly trying
Babcock & Brown is certainly trying to be as aggressive as Macquarie Bank.
against balance help materials people potential power pricing raw shares shift steel
Globally, steel shares are up as some people are pricing in potential takeovers. Consolidation will help shift the balance of power against the raw materials suppliers.
assets types
These types of assets don't come up every day.
australian decisions global good huge market picture prices stocks
It's not always a good thing for Australian stocks when commodities prices go up. I look at the U.S. picture first when I make decisions because the market is so huge and has a global spin-off on stocks.